Daniel Beltran
Daniel Beltran is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pleasanton, CA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
350 Main St Ste H1, Pleasanton, CA, 94566
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Daniel operates under the DBA Plantran Financial for his LPL business since 2021. He is also an agent for non-variable insurance through Plantran Financial, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.